BRINKERHOFF SAMPLE FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BRINKERHOFF SAMPLE FAMILY FOUNDATION (EIN 20-1389996)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-04
- IRS object ID
- 202203089349100215
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-04T09:37:56-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200436877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEFFORIA PETIK & CARLSON CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2178 S STATE ST STE D | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 481048107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201389996 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRINKERHOFF-SAMPLE FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIN | BusinessNameControlTxt |
| Phone | 7343321131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 534 GLENDALE CIRCLE | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM F BRINKERHOFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7343321131 | PhoneNum |
| Signature | 2022-11-04 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM F | PersonFirstNm |
| Person Last | BRINKERHOFF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY R STEFFORIA | PreparerPersonNm |
| PTIN | P00051354 | PTIN |
| Phone | 7347478863 | PhoneNum |
| Preparation | 2022-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $133,740 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,536 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,536 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,818 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,230 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $143 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,354 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,679 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $685 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $685 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $9 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $694 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $694 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,483 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,483 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,177 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $694 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,483 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,823 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,985 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $72 | CashBOYAmt |
| Cash EOY | $136 | CashEOYAmt |
| Cash EOYFMV | $136 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,961 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,843 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,843 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $109,360 | CorporateStockBOYAmt |
| Corporate Stock EOY | $96,591 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $130,761 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $114,393 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,570 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $133,740 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $114,393 | RetainedEarningBOYAmt |
| Retained Earning EOY | $99,570 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $114,393 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $99,570 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $114,393 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $99,570 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $114,393 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,823 | ExcessRevenueOverExpensesAmt |
| Subtotal | $99,570 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $99,570 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $143 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28 | SubtotalAmt |
| Tax Based On Investment Income | $28 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $28 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM F BRINKERHOFF | IndividualWithBooksNm |
| Phone | 7343321131 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 534 GLENDALE CIRCLE | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM F BRINKERHOFF | ||||||||
| 534 GLENDALE CIRCLE | ANN ARBOR | MI | 48103 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATHLEEN SAMPLE | ||||||||
| 534 GLENDALE CIRCLE | ANN ARBOR | MI | 48103 | SECRETARY/TR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $98,154 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,006 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $102,160 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $102,160 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,532 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $100,628 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,031 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,031 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28 | TotalTaxAmt |
| Distributable Before Adj | $5,003 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,003 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,003 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,483 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $33,483 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,003 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $33,788 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,616 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,702 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,564 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,869 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $128,539 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,483 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,003 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,480 | RemainingDistriFromCorpusAmt |
| Total Corpus | $157,019 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $33,788 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $123,231 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,616 | ExcessFromYear4Amt |
| Excess From Year3 | $20,702 | ExcessFromYear3Amt |
| Excess From Year2 | $16,564 | ExcessFromYear2Amt |
| Excess From Year1 | $28,869 | ExcessFromYear1Amt |
| Excess From Current Year | $28,480 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UNITED WAY OF WASHTENAW COUNTY | ||||||
| 2305 PLATT ROAD | ANN ARBOR | MI | 48104 | 501(C)(3) | COMMUNITY SUPPORT | $14,000 |
| PEACE NEIGHBORHOOD CENTER | ||||||
| 1111 NORTH MAPLE ROAD | ANN ARBOR | MI | 48103 | 501(C)(3) | COMMUNITY SUPPORT | $10,000 |
| FIRST PRESBYTERIAN | ||||||
| 1432 WASHTENAW AVENUE | ANN ARBOR | MI | 48104 | 501(C)(3) | COMMUNITY SUPPORT | $6,500 |
| CENTRAL PRESBYTERIAN CHURCH | ||||||
| 46 PARK STREET | MONTCLAIR | NJ | 07042 | 501(C)(3) | COMMUNITY SUPPORT | $250 |
| ARGUS FARM STOP | ||||||
| 325 W LIBERTY STREET | ANN ARBOR | MI | 48103 | L3C | COMMUNITY SUPPORT | $233 |
| TREELINE CONSERVANCY | ||||||
| 525 WEST WILLIAM STREET | ANN ARBOR | MI | 48103 | 501(C)(3) | COMMUNITY SUPPORT | $1,000 |
| HURON WATERLOO PATHWAYS INITIATIVE | ||||||
| 14800 EAST OLD US 12 | CHELSEA | MI | 48118 | 501(C)(3) | COMMUNITY SUPPORT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,483 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,536 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $143 | ExclusionAmt |
| Related Or Exempt Function Incm | $16,675 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,679 | ExclusionAmt |
| Related Or Exempt Function Incm | $16,675 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,354 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $685 | Amt |
| Net Investment Income | $685 | NetInvestmentIncomeAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PRIVATE FOUNDATIONS THAT RECEIVE ONLY CONTRIBUTIONS FROM ITS MEMBERS OR DIRECTORS IS EXEMPT FROM THE STATE OF MICHIGAN CHARITABLE SOLICITATION FILING REQUIREMENTS. | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| ISHARES MSCI EAFE ETF | PURCHASE | 2021-11 | $8,007 | $5,933 | $2,074 | |
| ISHARES MSCI EAFE ETF IV | PURCHASE | 2021-07 | $5,703 | $3,369 | $2,334 | 2004-09 |
| ISHARES MSCI EAFE SMALL CAP | PURCHASE | 2021-07 | $2,332 | $838 | $1,494 | 2008-10 |
| VANGUARD SHORT-TERM INVESTMENT GRADE | PURCHASE | 2021-11 | $8,000 | $8,017 | -$17 | |
| VANGUARD SMALL CAP GROWTH INDEX ADMI | PURCHASE | 2021-07 | $1,447 | $423 | $1,024 | |
| VANGUARD 500 INDEX | PURCHASE | 2021-07 | $13,598 | $3,832 | $9,766 | 2008-10 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTERM TERM | $39,898 | $39,670 |
| VANGUARD S/T INVESTMENT GRADE FUND | $23,938 | $23,843 |
| VANGUARD SMALL CAP | $2,412 | $8,144 |
| VANGUARD 500 INDEX | $7,287 | $26,971 |
| ISHARES TR MSCI EAFE FUND | $17,492 | $24,312 |
| ISHARES TR MSCI EAFE SMALL CAP | $5,564 | $7,821 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $9 | Amt |
| Net Investment Income | $9 | NetInvestmentIncomeAmt |